SCHWAB STRATEGIC TR's ticker is FNDF and the CUSIP is 808524755. A total of 360 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $985,368 | +98.1% | 30,812 | +100.0% | 0.40% | -1.2% |
| Q2 2023 | $497,460 | +23.3% | 15,406 | +19.4% | 0.41% | +14.3% |
| Q1 2023 | $403,477 | -21.0% | 12,903 | -26.6% | 0.36% | -29.3% |
| Q4 2022 | $510,992 | +15.6% | 17,578 | 0.0% | 0.50% | +11.5% |
| Q3 2022 | $442,000 | +80.4% | 17,578 | +103.1% | 0.45% | +85.7% |
| Q2 2022 | $245,000 | -12.2% | 8,654 | 0.0% | 0.24% | -3.2% |
| Q1 2022 | $279,000 | +1.8% | 8,654 | +2.5% | 0.25% | +6.3% |
| Q4 2021 | $274,000 | – | 8,440 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BRR OpCo, LLC | 2,911,484 | $93,866,000 | 9.98% |
| Von Berge Wealth Management Group, LLC | 283,017 | $9,006,000 | 8.21% |
| Red Tortoise LLC | 317,460 | $10,235,000 | 7.74% |
| Your Advocates Ltd., LLP | 394,957 | $12,733,000 | 7.23% |
| Lee Financial Co | 1,246,766 | $40,196,000 | 7.19% |
| MFA WEALTH ADVISORS, LLC | 693,362 | $22,350,000 | 7.13% |
| Prairiewood Capital, LLC | 312,583 | $10,078,000 | 7.05% |
| PRW Wealth Management LLC | 490,823 | $15,824,000 | 7.02% |
| Arlington Financial Advisors, LLC | 536,793 | $17,306,000 | 6.56% |
| Opes Wealth Management LLC | 623,520 | $20,102,000 | 6.54% |